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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
701
Legato Capital Management
California
$599K – – –
SS
702
Sunbelt Securities
Texas
$598K -$19.6K -165 -3%
CI
703
Cigna Investments
Connecticut
$597K – – –
CTA
704
Chesley Taft & Associates
Illinois
$595K -$233K -1,955 -27%
BFA
705
Bill Few Associates
Pennsylvania
$594K +$44.6K +375 +8%
PWM
706
Perigon Wealth Management
California
$593K -$15.5K -130 -2%
HWM
707
Heirloom Wealth Management
Colorado
$592K – – –
AWC
708
Abundance Wealth Counselors
Pennsylvania
$591K +$14.9K +125 +2%
IIM
709
InTrack Investment Management
Vermont
$590K -$35.7K -300 -5%
AGC
710
Aspen Grove Capital
Colorado
$590K +$50.3K +423 +9%
DWT
711
Dorsey & Whitney Trust
South Dakota
$588K +$129K +1,086 +27%
CWM
712
Cordatus Wealth Management
Pennsylvania
$588K +$614K +5,161 New
WA
713
WBH Advisory
Maryland
$588K – – –
MW
714
Marcum Wealth
Ohio
$586K +$36.9K +310 +6%
MP
715
McDonald Partners
Ohio
$583K +$34K +286 +6%
LB
716
Legacy Bridge
Iowa
$582K – – –
SRWM
717
Shira Ridge Wealth Management
California
$581K -$4.29K -36 -0.7%
HWM
718
HB Wealth Management
Georgia
$577K -$1.78K -15 -0.3%
SFI
719
Siemens Fonds Invest
Germany
$569K – – –
BSA
720
Braun Stacey Associates
New York
$569K -$948K -7,967 -61%
LC
721
Lavaca Capital
Texas
$564K -$22.1K -186 -4%
JCM
722
Jacobi Capital Management
Pennsylvania
$562K +$175K +1,468 +42%
QPW
723
Quantum Private Wealth
Florida
$558K -$108K -904 -16%
IAA
724
Independent Advisor Alliance
North Carolina
$551K -$21.9K -184 -4%
AAM
725
AR Asset Management
California
$547K – – –
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